Standalone Reports and Calculators

• Standalone reports and calculators are tools you can use to audit plan information.
• These reports and calculators use information from the current, recommended, and/or alternative plan scenarios.
• Use standalone reports and calculators to better understand the implications of the information you have entered into your plan.
• When a report or graph is generated from the Quick Actions menu, it opens in HTML format in a separate window. At the top of the window is a toolbar containing several different reporting options. Those options are described below.
  Note: RTF reports are not available when using NaviPlan on the Apple iPad®.

1. From the Quick Actions menu, select either Reports or Calculators to access either the Reports menu or the Calculators menu respectively.
2. Find the report or calculator you wish to use and select it.
3. Follow the instructions on-screen.

• From the standalone report or calculator, select
  OR
  From the Help system, enter the name of the standalone report or calculator in the Search field and narrow your search using the All Files menu.

How do I open the report or graph in RTF or PDF?

1. Generate the report or graph. It opens in HTML format.
   1. To display the report or graph in RTF with the default orientation, on the report/graph toolbar, click Word.
      1. To change the page orientation, click the arrow beside Word on the report/graph toolbar, and then select the orientation you want to use.
         Note: The Word button may or may not be available, based on your permissions.
   2. To display the report or graph in PDF with the default orientation, on the report/graph tool bar, click PDF.
      
      1. To change the page orientation, click the arrow beside PDF on the report/graph toolbar, and then select the orientation you want to use.

How do I show or hide report settings?

By default, report settings appear at the bottom of the report or graph window. Some reports and graphs don’t have any settings.

• To show the report settings, from the report/graph toolbar click Show Settings.
• To hide the report settings, from the report/graph toolbar click Hide Settings.

How do I compare two reports or graphs?

1. Generate the first report or graph. It opens in HTML format.
2. From the report/graph toolbar, click Duplicate. A copy of the report or graph appears next to the original report or graph.
3. To change the criteria on which each of the reports or graphs is based, at the bottom of the window under Report Settings select the desired settings, click Apply Settings, and then compare the results.

How do I set my Favorite Reports?

• To add a report to the Reports list, click Add as .

• To remove a report from the Reports list, click Remove as .

How do I view a different report year?

• To view the year prior to the current report year, click Previous Year.
• To view the year after the current report year, click Next Year.

Note: Years prior to the plan year cannot be shown.

How do I view a different report?

1. From the Quick Actions menu, select the report to be generated.
2. Select the desired settings, and then click OK. The newly selected report replaces the previous report in the report window.